Last updated 7 December, 2023
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In this example, working up from the bottom we can see that the preso was created, then shared with the client, the share was then opened and viewed by the client and, most recently, the adviser presented it to the client. (This sequence would suggest the adviser sent the client a copy ahead of their meeting.)
Navigating from the activity screen
From the activity screen you can open any of your existing presos by clicking its card.
You can also click the menu button 
to open the main menu (shown left) to access other parts of the app:
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On this screen you can:
Click any preso’s card to go to its appointment screen.
Click the floating action button
on the activity screen.)Activity brings you back to the activity screen if you’re accessing the main menu from elsewhere.Schedule takes you to the schedule screen which shows another view of your presos, ordered chronologically by their schedule date.
Customers lets you see any of your clients and their complete history of preso documents.
PresoManager is only visible if you are a dealer group admin or practice admin, and lets you manage the master content on behalf of your group or practice.
Deck Presets lets you manage your presets, which are shortcuts to setting up your presos the way you like. If you’re a practice admin you can also create and manage presets on behalf of your team.
Open HQ is only visible if you’re a practice admin and takes you to LivePreso HQ where you can administer your team and practice.
Report Issue lets you raise a support request.
Tutorials takes you to the video section of our support centre.
You can also see the status of your Xplan sync at any time, which keeps all of your clients' Xplan data up-to-date and available in LivePreso. Click SYNC NOW to force a sync, although a new sync is started every time you log into the app.
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Click
to access the main menu.
Related articles
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Handing over presos to colleagues
Schedule
Customers
Using PresoManager to add/edit content
Using HQ to administer your users/practice Understanding the appointment screen